Mcgohan Brabender Agency Inc. Employee Stock Ownership Plan — Form 5500 plan (Mcgohan Brabender Agency Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mcgohan Brabender Agency Inc. Employee Stock Ownership Plan is a benefit plan reported by Mcgohan Brabender Agency Inc. under EIN 31-1191330 and plan number 002. The latest loaded filing year is 2023. The filing reports 203 participants and $11,641,320 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.8MPlan net assets, end of year$8,824,662
Participants203Covered participants reported
Assets / participant$57.3KComputed: assets ÷ participants$57,346 (computed)
Provider compensationNone reported
Plan sponsor
Mcgohan Brabender Agency Inc.
EIN
31-1191330
Plan number
002
Plan type
2
Location
Dayton, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023203H20240913045251NAL0011174145001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.6M total assets
Net assets$8.8MLiabilities$2.8M
Money in vs. money out
Total income / additions$3.2M
Total expenses$255.6K
Benefits paid / distributions$163.6K
Contributions
Employer$1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$11,641,320
Total liabilities (EOY)
$2,816,658
Net assets (EOY)
$8,824,662
Net assets (BOY)
$5,885,847

Income & contributions

Employer contributions
$1,014,715
Total contributions
$1,014,715
Total income / additions
$3,194,463

Expenses & distributions

Benefits paid
$163,615
Administrative expenses
$0
Total expenses
$255,648
Net increase / (decrease)
$2,938,815
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages